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This page allows you to close a plan. Tell me more.
Select the “Close Plan” link under the “Budget” business component.
The “Close Plan” page appears.
The system displays the following details in the “Plan Details” group box:
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Plan No. |
The plan to be closed. The system displays the approved plan number for the selected financial year in the “Financial Year” field. |
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Plan Date |
The date on which the plan was created. |
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Status |
The status of the proposal, which can be “Approved”. The system changes this field to “Closed”, when the plan is closed. |
Enter the following field:
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Financial Year |
Use the drop-down list box to select the financial year for which you wish to close the plan. The system fills in all the active financial years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. .The system leaves the field blank, by default. |
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The system displays the following fields: |
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Start Date |
The starting date of the current financial year as defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. |
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End Date |
The ending date of the current financial year as defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. |
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Plan Amt. |
The amount that is planned towards the expenditure for the location. |
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Planning Group |
The planning group that is responsible for creating the plan. |
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Approved By |
The login ID of the user who approved the plan. |
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Desc. |
The description of the plan. |
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Zoom facility available | |
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The system displays the following fields in the “Proposal Details” group box: |
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Apex Loc. |
The location for which the plan was created. |
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Proposal No. |
The number of the approved proposal that was created for the apex location. |
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Proposal Date |
The date of the proposal. |
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Total Proposed Amt. |
The total amount that is proposed for the apex location. |
Enter the following field:
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Closing Remarks |
Any additional information about closing the plan (Alphanumeric, 255). |
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Zoom facility available |
Click the “Close Plan” pushbutton to close the plan.
Note: The system closes the plan and changes the status of the plan to “Closed”.
The system displays the following fields in the “Record Statistics” group box:
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Created By |
The login ID of the user who created the plan. |
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Created Date |
The date and time at which the user created the plan. |
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Last Modified By |
The login ID of the user who last modified the plan. |
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Last Modified Date |
The date and time at which the user last modified the plan. |
To proceed, carry out the following
Select the “View Proposal Details” link at the bottom of the page to view the proposal details that have been defined for the location.
You can close a plan in this page. You can select the plan to be closed by selecting the financial year in which the plan has been created. After you select a financial year, the system displays the details of the plan that is in the “Approved” status for that financial year. You can then enter any additional information about closing the plan and close the plan. After you close the plan, the system sets the status of the plan as “Closed”. Further budget-related activities cannot be carried out for the financial year for which the plan has been closed.